Joshua David Black
Investment adviser representative at Private Advisor Group, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$57.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Private Advisor Group, LLCMay 2017 to now
- LPL Financial, LLCMay 2017 to now
- First Command Advisory ServicesDec 2015 to May 2017
- First Command Financial Services, IncApr 2007 to May 2017
- First Command Financial Planning, IncMar 2007 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4978675
- Firm CRD
- 155216